Theresa Bond is a financial advisor with Promontory Financial Planning, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Goar Financial Services, Aegis Wealth Management, and Simple Financial, LLC. She is also involved with Bond Financial Inc., a business she has maintained since 2014. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm manages approximately $319 million in client assets, employing a mix of no-load mutual funds, index funds, and ETFs, alongside fundamental and technical analysis to guide portfolio decisions.

Emily Langeveld is a financial advisor at Promontory Financial Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Ready Wise and within the Langeveld Household. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Brock Williamson is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, holding the CFP® designation and Series 65 license with 21 years of industry experience. He has been associated with SEI Investments Management Corp since 2004. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning and discretionary asset management. The firm utilizes a multi-advisor team approach and integrates investment management with insurance and accounting services, offering tailored strategies that include both fundamental and technical analysis.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Valentine owns an insurance sales business and serves as principal of a CPA firm specializing in tax preparation. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and event-driven consultation. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Cade Peterson is a financial advisor at Peterson Wealth Services Inc. with Series 65 and Series 63 credentials and four years of industry experience. He has been with Peterson Wealth Services and its affiliated firm since 2020. In addition to his advisory role, he contributes monthly articles to Speedhorse Magazine and works as an associate with Utah Divorce Planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented as appropriate with actively managed funds and individual equities, and offers retirement plan advisory services along with estate, tax-aware, and goal-based planning.

Garrett Smith is a financial advisor with Ascend Investment Partners in Logan, UT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and has been with Ascend Investment Partners since 2020. Outside of advising, he is involved with ParentingMagic.com, a parental education initiative. Ascend Investment Partners serves individual and high-net-worth clients, as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm uses a structured planning process called the CLIMB method and employs a combination of fundamental, technical, quantitative, and sector analysis alongside tactical and core-satellite asset allocation strategies.

David Goar is a financial advisor with Promontory Financial Planning, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Promontory since 2022 and also maintains his own advisory practice, Goar Financial Services, which he founded in 2018. Prior to these roles, he was associated with Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm uses a multi-advisor approach combined with both fundamental and technical analysis and integrates insurance and accounting services within its advisory model.

Jon Aaron Paulsen is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Bank for ten years. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm utilizes a multi-advisor team approach and combines fundamental and technical analysis in portfolio decisions while offering integrated services that include insurance and accounting through affiliated representatives.

Christopher Mamula is a CFP® with three years of experience at Abundo Wealth, where he is part of a ten-advisor team. He is also the owner and founder of Financial Independence by Design, a blogging, writing, and educational venture. Prior to his financial career, he worked for 14 years at Western PA Sports Medicine and Rehabilitation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while clients retain control over implementation and trading decisions.

Nolan Karras is a financial advisor with The Karras Company, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been affiliated with The Karras Company since 1997 and SK Hart Management since 2006. Outside of his advisory work, Karras serves on multiple boards, including educational institutions, electric utilities, healthcare organizations, and nonprofit foundations. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, utilizing equities, fixed income, mutual funds, ETFs, and alternative asset classes, supported by research and resources from Raymond James.

Margaret Pigg is an advisor at Peterson Wealth Services Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James Financial Services and Utah Divorce Planning LLC, where she serves as a Relationship Manager. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm uses a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers a range of advisory and planning services.

Aaron Schuler Jr. is a financial advisor with BEAM Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America, and Guardian Life Insurance. Outside of investment advisory work, he is involved in tax preparation and financial consulting related to divorce settlements through Davis Schuler & Associates, LLC, and creates content for a YouTube channel. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, and employs asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and behavioral finance. BEAM offers integrated financial services including wealth management, portfolio management, and affiliated tax and insurance services under separate engagements.

Kelly Holtman is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. Prior to joining B.O.S.S. in 2024, Kelly worked at Raymond James Financial Services, Wells Fargo Advisors, Soltis Investment Advisors, Triad Advisors, and LPL Financial. Outside of advising, Kelly owns an art and writing sales business and serves on the board council of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various institutional entities. The firm primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Allen Stansfield is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory role, he teaches state hunter education classes and serves on the board of his wife’s company, Discovery West. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Noelle Urbiola is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 license and beginning her advisory career in 2026. Prior to joining Triad Wealth Partners, she held various roles across several companies, including Choules Financial, Intellihost, and NuSun Power. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and manages diversified strategies across multiple asset types.

Charles Dunn is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors, and has served as a professor at Weber State University since 2015, teaching undergraduate courses in lifespan development and family diversity. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and has affiliated professionals providing legal and accounting services alongside advisory offerings.

Brady Fuller is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. He currently serves as an advisor at B.O.S.S. Retirement Advisors, LLC in Ogden, UT, a position he has held since 2019. Prior to this, he worked at Fuller Financial Services and Cetera Advisor Networks. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Brock Adams is a CFA® charterholder with six years of industry experience, currently serving at Symmetry Partners. He has held roles at MacroAlpha Capital, LLC, where he is CEO, and owns a 50% equity interest in Cairn Insurance Group, an independent insurance agency. His prior experience includes positions at Morgan Stanley and various financial services firms. Symmetry Partners provides investment management through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base including charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across ETFs, mutual funds, and separately managed accounts.

Grace Nicholson is a financial advisor at Prosperity Capital Advisors with three years of industry experience. She holds a Series 65 designation and has worked at firms including Motiv8 Investments LLC and Silver Key Benefits. In addition to her advisory role, Ms. Nicholson is the owner of Akamai Advisors and is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

Edward Kinsey is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 12 years of industry experience. He has worked at Foundations Investment Advisors since 2015 and is also an independent insurance agent specializing in life insurance and fixed annuities. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.